So here’s an interesting back-of-the-envelope calculation.
According to
http://www.industry.gov.au/Office-of-the-Chief-Economist/Publications/Documents/Coal-in-India.pdf (an excellent publication drawn to our attention by Thunderbirdsarego on 26/8/2015 and again by aaaa on 9/12/2015) it is estimated by Australia’s Office of the Chief Economist that India’s electricity production from coal at the end of CY2020 will be about 1.2 x 10
9 MWh annually (see the chart at the bottom of p. 15).
Lets be conservative and assume that 1% of India’s electricity can come from burning Coldry beneficiated lignite by 2020 – this means that Coldry production would need to be roughly 6.46 x 10
6 t annually.
That’s 19 commercial scale Coldry plants. I think this sort of figure has been mentioned before but I'd assumed it might be hyperbole.
Just remember, that assumes only 1% of India’s coal requirements are beneficiated – what if 5% is a more realistic estimate? After all, they
are using the term "mandatory".
Its not hard to scale up the information in the Arrowhead report to come to some conclusions about a plausible SP and EPS estimate based on these numbers. (Hint: its probably more that you think – try it with your favourite assumptions: you’ll like it!)
GLTAH.
